reports
- Research Department
IBERIAN DAILY 18 DECEMBER (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: AEDAS HOMES, AENA, AMADEUS, CIE AUTOMOTIVE, EBRO FOODS, NATURGY, NEINOR HOMES, TELEFÓNICA. Awaiting new drivers Most European indices, with the exception of peripheral markets, ended with slight corrections in a session without macroeconomic data. In the STOXX 600, almost all sectors (16/20) ended with gains, led by Basic Resources and Telecommunications vs. the bigger drops of Technology and Construction. On the macro side, in the euro zone, November’s final inflation was cut one...
- Research Department
INFORME DIARIO 18 DICIEMBRE (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: AEDAS HOMES, AENA, AMADEUS, CIE AUTOMOTIVE, EBRO FOODS, NATURGY, NEINOR HOMES, TELEFÓNICA A la espera de nuevos catalizadores Poco movimiento en Europa en una jornada descargada de datos macro que terminó con tímidas pérdidas en la mayoría de los índices salvo para la periferia. En el STOXX 600, casi todos los sectores (16/20) terminaron con ganancias, lideradas por R. Básicos y Telecomunicaciones frente a las mayores caídas de Tecnología y Construc...
Neinor Homes successfully acquires over 79% of AEDAS, fulfilling its o...
Neinor Homes successfully acquires over 79% of AEDAS, fulfilling its objective of securing a controlling interest before year-end At the Voluntary Tender Offer launched on 25 November, Neinor successfully acquired 79.20% stake in AEDAS, fulfilling its objective of securing a controlling interest in the company before year-endAs previously communicated, Neinor expects to launch a subsequent mandatory tender offer at €24.00/share, representing a 12.5% premium over the voluntary offer price, subject to CNMV’s authorisation Madrid, 17 December, 2025 – Neinor Homes (“Neinor”), Spain’s leading...
- Pierre FerraguÊ
Bible 3Q25 – Telecom: Growth in fixed & semis; mobile stabilizing
Today, we are publishing the Telecom Infrastructure section of our 29th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. Fixed equipment revenues are rebounding from the inventory correction, rising 11% YoY. RAN revenues declined 1% YoY, reflecting the ongoing weak demand following the 5G cycle. Telecom semis ...
Demands of AI supercycle spur cross-industry consensus to evolve US an...
Demands of AI supercycle spur cross-industry consensus to evolve US and European network infrastructure - new study Press Release Demands of AI supercycle spur cross-industry consensus to evolve US and European network infrastructure - new study New research commissioned by Nokia surveying more than 2,000 technology and business decision-makers in the U.S. and Europe shows strong demand for AI solutions – and a clear industry consensus that connectivity and network infrastructure must evolve to support the next wave of AI growth.In the U.S., 88% of telecommunications providers and enter...
Correction: Changes in Nokia Corporation's own shares
Correction: Changes in Nokia Corporation's own shares Nokia CorporationStock Exchange Release11 December 2025 at 16:30 EETCorrection: Changes in Nokia Corporation's own shares Espoo, Finland – the stock exchange release of Nokia Corporation titled “Changes in Nokia Corporation’s Own Shares” published on 9 December 2025 incorrectly stated that the number of own shares held by Nokia Corporation following the transfer was 149 246 864. The correct number is 148 246 864. The corrected stock exchange release in its entirety can be found below. Espoo, Finland – A total of 1 020 316 Nokia share...
Korjaus: Muutokset Nokia Oyj:n omien osakkeiden omistuksessa
Korjaus: Muutokset Nokia Oyj:n omien osakkeiden omistuksessa Nokia OyjPörssitiedote11.12.2025 klo 16.30Korjaus: Muutokset Nokia Oyj:n omien osakkeiden omistuksessa Espoo – Nokia Oyj:n 9.12.2025 julkaisemassa pörssitiedotteessa Muutokset Nokia Oyj:n omien osakkeiden omistuksessa oli virheellisesti ilmoitettu yhtiön hallussa olevien omien osakkeiden määräksi luovutusten jälkeen 149 246 864. Oikea määrä on 148 246 864. Korjattu tiedote on kokonaisuudessaan alla. Espoo – Nokia on tänään luovuttanut 1 020 316 yhtiön hallussa ollutta Nokian osaketta (NOKIA) vastikkeetta suorituks...
- ABGSC Telecom Equipment Research
- Simon Granath
Changes in Nokia Corporation's own shares
Changes in Nokia Corporation's own shares Nokia CorporationStock Exchange Release9 December 2025 at 17:00 EETChanges in Nokia Corporation's own shares Espoo, Finland – A total of 1 020 316 Nokia shares (NOKIA) held by the company were transferred today without consideration to participants of Nokia's equity-based incentive plans in accordance with the rules of the plans. The transfer is based on the resolution of the Board of Directors to issue shares held by the company to settle its commitments to participants of the incentive plans as announced on 22 November 2024. The number of own sh...
Muutokset Nokia Oyj:n omien osakkeiden omistuksessa
Muutokset Nokia Oyj:n omien osakkeiden omistuksessa Nokia OyjPörssitiedote9.12.2025 klo 17.00Muutokset Nokia Oyj:n omien osakkeiden omistuksessa Espoo – Nokia on tänään luovuttanut 1 020 316 yhtiön hallussa ollutta Nokian osaketta (NOKIA) vastikkeetta suorituksena Nokian osakepohjaisiin kannustinohjelmiin osallistuneille henkilöille ohjelmien ehtojen mukaisesti. Osakkeiden luovutus perustuu 22.11.2024 julkistettuun hallituksen päätökseen yhtiön hallussa olevien osakkeiden antamisesta kannustinohjelmien mukaisten sitoumusten täyttämiseksi. Nokia Oyj:n hallussa olevien omien osakk...
- Research Department
INFORME DIARIO 05 DICIEMBRE (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: FLUIDRA, GREENING, OHLA. El Ibex sigue de fiesta El buen tono se mantuvo en Europa con avances generalizados en las principales plazas bursátiles y donde el Ibex 35 registró nuevos máximos y encadenó nueve sesiones seguidas al alza. En el STOXX 600, Autos e Industriales fueron los sectores que más subieron, frente a Utilities y Ocio que fueron los que más cayeron. Por el lado macro, en la Eurozona las ventas al por menor de octubre repuntaron más ...
- Research Department
IBERIAN DAILY 05 DECEMBER (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: FLUIDRA, GREENING, OHLA. IBEX party continues The solid performance continued in Europe, with widespread gains on the main stock markets and where the IBEX 35 hit a new high, making it now nine straight sessions with gains. In the STOXX 600, Autos and Industrials were the best performers, with Utilities and Leisure the sectors falling the most. On the macro side, in the euro zone October’s retail sales rose more than expected. In Germany, the coalition Govt. is facing a vote on th...
- Research Department
IBERIAN DAILY 04 DECEMBER (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: AEDAS, CIE AUTOMOTIVE. IBEX on verge of new high The Spanish index once again stood out among European stock markets thanks to Inditex, thus stringing together its seventh straight session of gains. In the STOXX 600, Retail and Basic Resources were the best-performing sectors, with Financials falling the most. On the macro side, in the euro zone, November’s final services PMI was raised thanks to the improvements in Italy, Spain and France, which reached levels consistent with exp...
- Research Department
INFORME DIARIO 04 DICIEMBRE (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: AEDAS HOMES, CIE AUTOMOTIVE, NEINOR HOMES. EUROPA: LVMH. El Ibex roza nuevos máximos El selectivo español volvió a sobresalir en las bolsas europeas de la mano de Inditex, sumando así su séptima sesión consecutiva al alza. En el STOXX 600, Retail y R. Básicos fueron los sectores que mejor comportamiento relativo tuvieron, frente a los Financieros (Seguros y Bancos) que fueron los que más cayeron. Por el lado macro, en la Eurozona el PMI de servici...
Nokia partners with Bharti Airtel to unlock 5G capabilities for develo...
Nokia partners with Bharti Airtel to unlock 5G capabilities for developers and enterprises via network APIs Nokia partners with Bharti Airtel to unlock 5G capabilities for developers and enterprises via network APIs Partnership enables third-party developers to leverage Airtel's pan-India network assets through Nokia’s Network as Code platform. 4 December 2025Espoo, Finland – Nokia today announced a collaboration with Bharti Airtel to make the operator's network capabilities available to third-party developers through Nokia's . This strategic partnership will provide developers and enterp...
Nokia and du set new benchmark in 5G innovation with autonomous networ...
Nokia and du set new benchmark in 5G innovation with autonomous network slicing in industry first Nokia and du set new benchmark in 5G innovation with autonomous network slicing in industry first Collaboration delivers premium, self-optimizing 5G services for enterprises, industries, and consumers, paving the way for next-generation technologies. 3rd December 2025 Espoo, Finland – Nokia and du today announced the first implementation of a groundbreaking 5G Advanced autonomous network slicing solution, marking a major milestone in the evolution of 5G technology. This innovative solution...
- ABGSC Telecom Equipment Research
- Simon Granath
Nokia and Tampnet partner to expand 5G offshore connectivity in the Gu...
Nokia and Tampnet partner to expand 5G offshore connectivity in the Gulf of Mexico Press Release Nokia and Tampnet partner to expand 5G offshore connectivity in the Gulf of Mexico Nokia and Tampnet are unlocking new capabilities for offshore industries, from remote monitoring and predictive maintenance to advanced safety.Building on the world’s first offshore platform with a 5G edge network deployed in Norway earlier this year, they are now ramping up the global deployment of Nokia 5G AirScale radios, including in the Gulf.Together, Nokia and Tampnet are setting new standards for offshore...
- Bruno Cavalier
- Jerôme Bodin
LI KLEPIERRE SA
COV COVIVIO SA
GFC GECINA SA
NXI NEXITY SA CLASS A
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
GYC GRAND CITY PROPERTIES SA
MERY MERCIALYS SA
EL ESSILORLUXOTTICA SA
INEA FONCIERE INEA
VIV VIVENDI SE
WHA WERELDHAVE N.V.
BLND BRITISH LAND COMPANY PLC
BRBY BURBERRY GROUP PLC
LPE LAURENT-PERRIER SA
KOF KAUFMAN & BROAD SA
KER KERING SA
ALTA ALTAREA SCA
VNA VONOVIA SE
XIOR XIOR STUDENT HOUSING N.V.
ICAD ICADE SA
01913 PRADA S.P.A.
BYG BIG YELLOW GROUP PLC
UTG UNITE GROUP PLC
COFB COFINIMMO SA
COR CORTICEIRA AMORIM SGPS SA
CAI CA IMMOBILIEN ANLAGEN AG
TEG TAG IMMOBILIEN AG
VASTB VASTNED RETAIL BELGIUM NV
PSPN PSP SWISS PROPERTY AG
UBS UBM DEVELOPMENT AG
SPSN SWISS PRIME SITE AG
PAT PATRIZIA AG
MONT MONTEA SCA
AED AEDIFICA SA
CARM CARMILA SAS
LEG LEG IMMOBILIEN AG
MONC MONCLER SPA
CPINV CARE PROPERTY INVEST SA
EUR EUROCASH S.A.
SAFE SAFESTORE HOLDINGS PLC
ARG ARGAN SA
VGP VGP NV
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
FACC FACC AG
MERLIN MERLIN PROPERTIES SOCIMI S.A.
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
LAND LAND SECURITIES GROUP PLC
MVC METROVACESA SA
NSI NSI N.V.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
INS INSTONE REAL ESTATE GROUP AG
AEDAS AEDAS HOMES SA
WDP WAREHOUSES DE PAUW SCA
ECMPA EUROCOMMERCIAL PROPERTIES NV
ZGN ERMENEGILDO ZEGNA NV
CTPNV CTP NV
TTS TRANSPORT TRADE SVCS
SHUR SHURGARD SELF STORAGE LIMITED
- Bruno Cavalier
- Olfa Taamallah
- Steven Boumans
- Thomas Zlowodzki
- Yan Derocles
MC LVMH MOET HENNESSY LOUIS VUITTON SE
LI KLEPIERRE SA
COV COVIVIO SA
GFC GECINA SA
NXI NEXITY SA CLASS A
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
GYC GRAND CITY PROPERTIES SA
MERY MERCIALYS SA
EL ESSILORLUXOTTICA SA
INEA FONCIERE INEA
WHA WERELDHAVE N.V.
BLND BRITISH LAND COMPANY PLC
BRBY BURBERRY GROUP PLC
ITRK INTERTEK GROUP PLC
KOF KAUFMAN & BROAD SA
KER KERING SA
ALTA ALTAREA SCA
VNA VONOVIA SE
ALO ALSTOM SA
XIOR XIOR STUDENT HOUSING N.V.
ICAD ICADE SA
01913 PRADA S.P.A.
BYG BIG YELLOW GROUP PLC
UTG UNITE GROUP PLC
COFB COFINIMMO SA
CAI CA IMMOBILIEN ANLAGEN AG
TEG TAG IMMOBILIEN AG
VASTB VASTNED RETAIL BELGIUM NV
PSPN PSP SWISS PROPERTY AG
UBS UBM DEVELOPMENT AG
SPSN SWISS PRIME SITE AG
PAT PATRIZIA AG
MONT MONTEA SCA
AED AEDIFICA SA
CARM CARMILA SAS
LEG LEG IMMOBILIEN AG
MONC MONCLER SPA
CPINV CARE PROPERTY INVEST SA
SAFE SAFESTORE HOLDINGS PLC
ARG ARGAN SA
VGP VGP NV
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
MERLIN MERLIN PROPERTIES SOCIMI S.A.
ASML ASML HOLDING NV
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
LAND LAND SECURITIES GROUP PLC
MVC METROVACESA SA
NSI NSI N.V.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
INS INSTONE REAL ESTATE GROUP AG
AEDAS AEDAS HOMES SA
WDP WAREHOUSES DE PAUW SCA
ECMPA EUROCOMMERCIAL PROPERTIES NV
AM DASSAULT AVIATION
ZGN ERMENEGILDO ZEGNA NV
CTPNV CTP NV
SHUR SHURGARD SELF STORAGE LIMITED
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